B. Riley Wealth Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,823
| Closed | -$187K | – | 1438 |
|
|
2024
Q1 | $187K | Buy |
+12,823
| New | +$187K | 0.01% | 1285 |
|
|
2023
Q4 | – | Sell |
-12,823
| Closed | -$187K | – | 1423 |
|
|
2023
Q3 | $187K | Buy |
12,823
+290
| +2% | +$4.23K | 0.01% | 1285 |
|
|
2023
Q2 | $182K | Sell |
12,533
-1,268
| -9% | -$18.4K | ﹤0.01% | 1373 |
|
|
2023
Q1 | $196K | Sell |
13,801
-3,772
| -21% | -$53.5K | 0.01% | 1309 |
|
|
2022
Q4 | $261K | Buy |
+17,573
| New | +$261K | 0.01% | 1109 |
|
|
2015
Q1 | – | Sell |
-1,350
| Closed | -$33 | – | 875 |
|
|
2014
Q4 | $33 | Buy |
+1,350
| New | +$33 | ﹤0.01% | 2300 |
|
|
2014
Q3 | – | Sell |
-366
| Closed | -$8.66K | – | 908 |
|
|
2014
Q2 | $8.66K | Buy |
+366
| New | +$8.66K | ﹤0.01% | 1844 |
|